WESPAC Advisors’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,266
Closed -$875K 193
2025
Q1
$875K Buy
5,266
+384
+8% +$63.8K 0.71% 48
2024
Q4
$841K Buy
+4,882
New +$841K 0.62% 57